How to create a dynamic help Menu with WordPress
Have you ever visited a confusing website and I wish I could find some help without looking too?
Or perhaps you’re looking for a way to help your WordPress website to become a little more intuitive?
CM Onboarding is a great plugin that helps new users get the most out of your website. By creating a dynamic menu support, you can provide guidance through your website. This allows users to answer their own questions while increasing their level of interaction with the web.
In this post, I’m going to take you through the setup process on your site Onboarding CM. You’ll be offering a better user experience for all your visits.
How can CM Onboarding improve your website?
CM Onboarding can display a help icon that opens a slider widget on one side of the screen. Thus, you can take the user through certain parts of your website and provide guidance and assistance as needed.
You can see a video introducing the feature set and functionality of this plugin:
Think about this plugin as a virtual assistance service that can help the user through the most difficult parts of your website.
In many cases, when a user accesses your site, they will have general questions about the next steps. Instead of wasting time browsing aimlessly through the site, or having to fill out a contact form, you can provide the information needed to take the next step.
CM Onboarding can help improve the user experience when interacting with your site, and may even improve conversion rates, and you’ll be feeding an online environment more supportive. This can not be bad, right?
How to configure the CM OnboardingÂ plugin
There are two versions of the plugin: free and pro. We’ll be covering the features and configuration of each in this tutorial. As expected, the free version has limited features while the Pro version costs $ 29 and has a host of functions that allow further customization.
You can download the free version of the plugin from WordPress.org and independent Pro version from the website of the plugin.
After you have installed and activated the plugin now you see in your control panel.On the left side of your administration panel, you will have a new button called CM On-Boarding, which allow you access to all parameters of the plugin.
The free version of the plugin can get a help menu up and running on your website, simply will not have the same deep level of customization in the pro version.
To set the free version first, you have to click on the CM On-Boarding button in the WordPress admin menu. This a page where you can create different menus helps opens.
At the top of the screen, click the “Add New Item” button. With this one page where you can edit the side widget that will show your support options opens.
Here you will have the option to create the title, text and media contain the menu. The title you choose will end up being a pop to press on while the content section will be any text and multimedia added. This can be very useful for an FAQ section.
You can keep adding as many items as needed aid; just press the “+ Add Help Item” button at the bottom of the content area to add a new element of aid.
Finally, you will find a checkbox at the bottom that lets you add the widget help for each page of your website (or not) site. The basic version of the plugin only allows you to enable or disable the site throughout the menu.
The pro version of this plugin lets you design menus customized support for every aspect of your website. Creating a help menu in the pro version is very similar to the previous basic version; there are only a greater number of customization options.
1. Setting up a basic menu
You are about to start following a similar process. Go to CM On-Boarding> “Add New Item” to open a new page and create a new Help menu.
In this screen, you can edit each section of the Help menu and import content templates pre-designed. Another interesting feature is the ability to include a hyperlink the title of content anywhere on site or off site.
2. Using templates
Templates allow you to create blocks of content that can be used multiple times, instead of having to rewrite the content again. This can be useful if you are creating several help menus for different pages of your site and want to use some of the same content for each menu.
To create a new template, click “Add New Template”. This will take you to a page where you can create a template for basic content to work.
3. Header and Footer
Beneath the block are the usual content sections labeled Header and Footer. These sections will at the top and bottom of the Help menu. This can help keep the menu in alignment with your brand.
Labeling each of your menus with a header and footer also helps visitors to distinguish what page they are.
4. Adjust Widget
Different display settings work best for certain forms of media. Make sure if you help menu includes a lot of pictures or videos.
5. Selecting Page/Post
One of the great features of the Pro version of the plugin is the ability to have custom menus for different pages and even blog entries. This allows you to build completely customized areas of your site without the fear that users will not be able to find the help they need.
You can select if you want a unique menu that is displayed throughout the site, or choose the pages and posts you want the menu to connect.
6. Display settings
The adjustment options allow you to change the appearance widgets help menu. This can be useful if you are trying to have the appearance of the menu with the design of your site.
You can even change the location of your menu from right to left, size settings help menu, change the search bar in and out, include your own logo and more. This section worth exploring if you’re trying to get the menu to our liking.
If you have a complex site that requires a higher level of user to understand how it works or are interested in improving the user experience through support options, CM Onboarding can be the plugin you need.
If you only need one basic menu for the entire site, the free version should suffice.However, if you are interested in more features, interactive and multimedia support driven by custom menus, you might want to consider upgrading.
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